We are live on ! Find out more
AIM

Acropolis Investment Management Portfolio holdings

AUM $2.54B
1-Year Est. Return 18.96%
This Fund
S&P 500
This Quarter Est. Return
+7.18%
1 Year Est. Return
+18.96%
3 Year Est. Return
+47.59%
5 Year Est. Return
+41.85%
10 Year Est. Return
+139%
AUM
$1.82B
AUM Growth
+$135M
Cap. Flow
+$22.2M
Cap. Flow %
1.22%
Top 10 Hldgs %
66.15%
Holding
308
New
11
Increased
119
Reduced
89
Closed
63

Top Buys

Rank Stock Value
1
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$6.25M
2
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$4.53M
3
BND icon
Vanguard Total Bond Market
BND
+$3.96M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.67M
5
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$3.37M

Top Sells

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.38M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.05M
3
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.04M
4
TT icon
Trane Technologies
TT
+$653K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$602K

Sector Composition

Rank Sector Weight
1 Technology 2.53%
2 Financials 1.51%
3 Industrials 1.2%
4 Consumer Discretionary 1.07%
5 Consumer Staples 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PM icon
176
Philip Morris
PM
$295B
$380K 0.02%
2,087
-663
-24% -$114K
CRWD icon
177
CrowdStrike
CRWD
$218B
$362K 0.02%
2,840
– –
J icon
178
Jacobs Solutions
J
$17B
$358K 0.02%
2,726
-27
-1% -$3.33K
PH icon
179
Parker-Hannifin
PH
$135B
$357K 0.02%
511
– –
NUSC icon
180
Nuveen ESG Small-Cap ETF
NUSC
$1.33B
$354K 0.02%
8,700
– –
LYB icon
181
LyondellBasell Industries
LYB
$19.2B
$352K 0.02%
6,089
-3,430
-36% -$200K
INTU icon
182
Intuit
INTU
$89B
$349K 0.02%
443
+17
+4% +$11.5K
MNST icon
183
Monster Beverage
MNST
$88.5B
$334K 0.02%
5,339
+14
+0.3% +$855
PFE icon
184
Pfizer
PFE
$153B
$334K 0.02%
13,785
-1,883
-12% -$43.9K
NOC icon
185
Northrop Grumman
NOC
$81.2B
$334K 0.02%
668
+4
+0.6% +$1.97K
VLUE icon
186
iShares MSCI USA Value Factor ETF
VLUE
$9.44B
$332K 0.02%
+2,935
New +$310K
VIG icon
187
Vanguard Dividend Appreciation ETF
VIG
$114B
$330K 0.02%
1,614
+27
+2% +$5.23K
GE icon
188
GE Aerospace
GE
$384B
$326K 0.02%
1,267
+49
+4% +$10.8K
SUSA icon
189
iShares ESG Optimized MSCI USA ETF
SUSA
$4.18B
$322K 0.02%
2,540
– –
SPMB icon
190
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$7B
$320K 0.02%
14,495
+800
+6% +$17.4K
SPIB icon
191
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$319K 0.02%
9,500
+480
+5% +$15.9K
TSCO icon
192
Tractor Supply
TSCO
$18B
$317K 0.02%
6,001
-587
-9% -$30K
ETN icon
193
Eaton
ETN
$174B
$317K 0.02%
887
+4
+0.5% +$1.23K
CPRT icon
194
Copart
CPRT
$27.5B
$307K 0.02%
6,248
+11
+0.2% +$616
VOOG icon
195
Vanguard S&P 500 Growth ETF
VOOG
$27.2B
$305K 0.02%
+4,620
New +$275K
VFH icon
196
Vanguard Financials ETF
VFH
$13.6B
$304K 0.02%
2,391
+4
+0.2% +$477
AOA icon
197
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.28B
$304K 0.02%
3,643
+11
+0.3% +$860
VEU icon
198
Vanguard FTSE All-World ex-US ETF
VEU
$68.5B
$301K 0.02%
4,485
+21
+0.5% +$1.33K
IHI icon
199
iShares US Medical Devices ETF
IHI
$3.38B
$301K 0.02%
4,800
– –
IGSB icon
200
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$299K 0.02%
5,662
-165
-3% -$8.62K
6 7
8
9 10

Similar funds

OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Acropolis Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Acropolis Investment Management held 308 positions worth $1.82B, up 8% from $1.69B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Acropolis Investment Management's Q2 2025 filing shows 11 new, 119 increased, 89 reduced and 63 closed positions. Its largest new stake was Avantis US Small Cap Equity ETF: 45,745 shares worth $2.36M. The largest sale was Vanguard FTSE Developed Markets ETF, an estimated $1.38M.

By sector, the portfolio is most concentrated in Technology at 2.5% of assets, up from 2.5% a quarter earlier, followed by Financials and Industrials.

  • Acropolis Investment Management's largest Q2 2025 buy was Avantis US Small Cap Equity ETF: 45,745 shares worth $2.36M.
  • Acropolis Investment Management added most to Vanguard Short-Term Treasury ETF in Q2 2025, an estimated $6.25M increase.
  • Acropolis Investment Management's biggest Q2 2025 reduction was Vanguard FTSE Developed Markets ETF, cutting an estimated $1.38M.
  • Acropolis Investment Management fully exited iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025, selling an estimated $1.04M.
  • Acropolis Investment Management's ten largest holdings make up 66% of its $1.82B portfolio in Q2 2025.
  • Acropolis Investment Management opened 11 new positions and closed 63 in Q2 2025.
  • Acropolis Investment Management's portfolio value rose 8% quarter-over-quarter to $1.82B.

Based on Acropolis Investment Management's 13F filing for Q2 2025, filed 14 Jul 2025.